Roz Carothers Interview: 3 Estate Planning Mistakes to Avoid

Firm founder and principal Roz Carothers was recently interviewed about common estate planning pitfalls for Next Avenue.

Tips in this article address joint ownership of bank accounts, multigenerational bequests, and what happens when a spouse or adult child remains in the home.

Next Avenue is public media’s national journalism service for America’s booming 50+ population.

See the full article here in Next Avenue.

Reach out to Roz here.